RIAs are increasingly turning to technology to help improve their businesses and boost their bottom lines. Unfortunately, RIA firms often struggle to get the most out of their technology investments—and some ultimately fail to generate the competitive advantages they hoped to gain.

A solution to this problem boils down to one main factor: advisors’ attitudes toward technology. Through our research with advisors, we have discovered that those who take a highly strategic approach to their technology initiatives are far more likely to fully leverage their technology for maximum benefit and achieve the greatest levels of success and satisfaction with their systems.

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